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INVESTMENT MANAGERS

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BilkeyKatz Investment Consultants has an open door policy for any investment management organization. We seek advisers that can best meet our clients’ needs. Our approach is one of cooperation, and we believe that the client, consultant and investment adviser all bring valuable elements to the process.

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In addition to Confluence Market Insights and Morningstar Direct software and databases, we subscribe to Confluence peer ranking and performance measurement services, amongst others.

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​We welcome meetings in our offices at any time. We are conveniently located in Downtown Pittsburgh. You will meet with a senior consultant who is experienced in evaluating investment managers.

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If you are interested in contacting us, please click below to send us an email.

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Additional information about BilkeyKatz Investment Consultants is available on the United States Securities and Exchange Commission (SEC) website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number known as a CRD number. The CRD number for Oakmont Capital is 128939.

© 2025 BilkeyKatz Investment Consultants │ All Rights Reserved │ 412-803-9900  │ info@bilkeykatz.com

BilkeyKatz Investment Consultants:  Advisory services offered through Oakmont Capital Management, LLC, a registered investment adviser. BKIC is a division of Oakmont Capital Management, LLC. Content provided is for informational purposes only, should not be construed as investment advice, and is not intended as a solicitation of any specific product or service. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied upon as such. You are encouraged to seek tax and/or legal advice from a qualified  professional.

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